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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1026
JNBA Financial Advisors
Minnesota
$17K – – –
NICM
1027
Neo Ivy Capital Management
New York
$16K +$15.6K +74 New
APWA
1028
Atlas Private Wealth Advisors
New Jersey
$16K +$15.8K +75 New
IRC
1029
Investors Research Corp
Georgia
$15K – – –
FP
1030
Financial Perspectives
Minnesota
$14.3K – – –
CWC
1031
Carolinas Wealth Consulting
North Carolina
$14K – – –
ONST
1032
Old North State Trust
North Carolina
$14K – – –
RWM
1033
Raffa Wealth Management
District of Columbia
$13.6K – – –
TFA
1034
Toth Financial Advisory
Virginia
$13K – – –
TCM
1035
Tradewinds Capital Management
Washington
$12K – – –
MSFP
1036
Mark Sheptoff Financial Planning
Connecticut
$12K +$11.6K +55 New
ETI
1037
Enterprise Trust & Investment
California
$11K -$5.28K -25 -33%
Jones Financial Companies
1038
Jones Financial Companies
Missouri
$11K – – –
NC
1039
NewSquare Capital
Pennsylvania
$11K – – –
RFA
1040
Reilly Financial Advisors
California
$11K +$9.71K +46 +767%
IRAG
1041
Investment Research & Advisory Group
Georgia
$11K +$10.8K +51 New
TVWM
1042
Tower View Wealth Management
Wisconsin
$10K – – –
CAL
1043
Capital Analysts LLC
Pennsylvania
$9K -$31.2K -148 -79%
SGAM
1044
Smith Group Asset Management
Texas
$9K -$4.01K -19 -31%
CCA
1045
Column Capital Advisors
Indiana
$9K -$2.53K -12 -22%
FI
1046
FormulaFolio Investments
Michigan
$9K – – –
H
1047
Hexavest
Quebec, Canada
$9K – – –
PGAM
1048
Princeton Global Asset Management
New Jersey
$9K – – –
SBL
1049
Sargent Bickham Lagudis
Colorado
$8K – – –
TSW
1050
Thompson Siegel & Walmsley
Virginia
$8K – – –